Remote Tax Advisor — 1040 Returns Expert

Intuit, Inc.; Gastonia (NC); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist customers withTurboTax tax returns in a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms while delivering a high-quality customer experience.

The role requires 2+ years of federal/state tax preparation experience, an active PTIN, and the ability to work at least 20 hours per week from a remote US location. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN and be willing to work at least 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signatures, and product/software inquiries.
• Create high quality interactions with deep customer empathy and tax knowledge.
• Utilize government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and work toward KPI metrics and project goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Bilingual (English/Spanish)

Job description

Intuit, Inc. is seeking a tax professional to assist customers withTurboTax tax returns in a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms while delivering a high-quality customer experience.

The role requires 2+ years of federal/state tax preparation experience, an active PTIN, and the ability to work at least 20 hours per week from a remote US location. Bilingual English/Spanish is a plus.